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Broadridge

1,004 hedge funds and large institutions have $22.3B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 355 increasing their positions, 352 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 352

0.39% less ownership

Funds ownership: 89.52%89.12% (-0.39%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
1,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$37.1M
Puts
$6.51M
Net Calls
Net Calls Change

Top Sellers

1 -$355M
2 -$237M
3 -$138M
4
Morgan Stanley
Morgan Stanley
New York
-$79M
5
JP Morgan Chase
JP Morgan Chase
New York
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$2.43M
352
$2.36M
353
$2.35M
354
$2.33M
355
$2.32M
356
$2.31M
357
$2.29M
358
$2.26M
359
$2.26M
360
$2.25M
361
$2.25M
362
$2.23M
363
$2.23M
364
$2.22M
365
$2.2M
366
$2.19M
367
$2.18M
368
$2.17M
369
$2.16M
370
$2.14M
371
$2.12M
372
$2.11M
373
$2.11M
374
$2.1M
375
$2.07M